Assigning a Custodian to Your Data

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The custodian is the individual with administrative control of a document or electronic file.  For example, the custodian of an email is the owner of the mailbox which contains the message.   The custodian of loose documents is typically the owner of the computer or server where the documents originated.

A Custodian is assigned to a data set during import. It is important to apply the custodian to a set of data set so users can:

  1. Analyze, search and isolate documents for particular custodian(s), and
  2. Include this information in a production export

You can assign a custodian to your data set on import via Step 2 of the Nextpoint Import Workflow, Import Data Settings. Once in the Import Data Settings, you can select and existing custodian or create new in the 5th input.

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If a custodian is not applied upon import or was applied incorrectly, you can add, edit, or delete this information by navigating to SETTINGS     Import     Custodian:

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Once a new custodian has been added, this information ca be applied to a data set by selecting the files and utilizing the bulk actions feature.

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